Coppell Advisory Solutions’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-518
| Closed | -$18.8K | – | 1892 |
|
|
2024
Q4 | $18.8K | Hold |
518
| – | – | ﹤0.01% | 909 |
|
|
2024
Q3 | $19.9K | Hold |
518
| – | – | ﹤0.01% | 883 |
|
|
2024
Q2 | $19.3K | Buy |
+518
| New | +$19.3K | ﹤0.01% | 800 |
|
|
2023
Q4 | $29K | Buy |
777
+317
| +69% | +$11.8K | 0.01% | 633 |
|
|
2023
Q3 | $22K | Hold |
460
| – | – | 0.01% | 479 |
|
|
2023
Q2 | $18.2K | Buy |
+460
| New | +$18.2K | 0.01% | 572 |
|
|
2023
Q1 | – | Sell |
-460
| Closed | -$22K | – | 1096 |
|
|
2022
Q4 | $22K | Buy |
+460
| New | +$22K | 0.01% | 486 |
|